Blue Owl Technology Finance Corp

OTF

Market cap $5.36B

Blue Owl Technology Finance (OTF) came out with quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.36 per share a year ago.

NEW YORK, Aug. 5, 2026 /PRNewswire/ -- Blue Owl Technology Finance Corp. (NYSE: OTF) ("OTF" or the "Company") today announced financial results for its second quarter ended June 30, 2026. SECOND QUARTER 2026 HIGHLIGHTS  Second quarter GAAP net investment income ("NII") per share of $0.30 Second quarter adjusted NII per share(1) increased to $0.30, as compared to the prior quarter of $0.29 Dividends totaled $0.40 per share, including a base dividend of $0.35 per share and a special dividend of $0.05 per share that was declared in connection with the listing, representing an annualized dividend yield of 9.7%(2) Net asset value ("NAV") per share was stable at $16.48, as compared to $16.49 as of March 31, 2026 New investment commitments were $852 million and sales and repayments were $222 million Net debt-to-equity ended at 0.93x, as compared with 0.85x as of March 31, 2026 Investments on non-accrual represented 0.6% and 0.1% of the portfolio at cost and fair value, respectively, as compared to 0.3% and 0.1% as of March 31, 2026 Repurchased $55 million of common stock during the quarter, which was accretive to NAV per share in the second quarter Enhanced funding flexibility through an amended and extended revolving credit facility with all banking partners renewing commitments, the issuance of $500 million of unsecured debt and the addition of $150 million through a secured financing On June 12, 2026, all remaining pre-listing share lock-ups expired, resulting in 100% of OTF's float being available for trading "OTF's second quarter stability reflected the strong credit quality of our portfolio, with non-accruals among the lowest in the industry and borrower fundamentals remaining strong," said Craig W.

Double-digit yields are not automatically dangerous, but investors must understand the structural trade-offs hiding behind the headline payout. I detail two of the most misunderstood 10%+ yielding investment opportunities in today's market. I also share some of my favorite picks.

The BDC sector is overly discounted. In this moment, we have an opportunity to scoop up bargains while the sector is at its cyclical low (or close to it).

MILWAUKEE, July 21, 2026 (GLOBE NEWSWIRE) -- Ademi LLP is investigating possible securities fraud claims against Blue Owl (NYSE: OTF). The investigation results from inaccurate statements Blue Owl may have made regarding its financial statements, business operations and prospects.

OTF trades around $10.10 against a reported NAV of $16.49, a 39% discount. The base dividend was kept at $0.35 a share, $1.40 annualized, which works out to a 13.9% yield at the current price. The legal overhang is not just one lawsuit, but a few across OTF's adviser, another BDC, and the parent company.

SAN DIEGO, July 20, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP announces that it is investigating potential securities fraud claims on behalf of investors of Blue Owl Technology Finance Corp. (NYSE: OTF).

Blue Owl Technology Finance Corp. trades at a 39% discount to NAV, despite stable or improving credit metrics and minimal non-accruals. OTF's NAV decline was driven by mark-to-market losses from credit spread widening, not realized credit deterioration; realized gains offset much of the impact. Dividend coverage remains a soft spot, but spillover income, low leverage, and wider spreads on new originations provide a multi-quarter earnings cushion.

It is rare to be able to buy double-digit yields that are sustainable. However, every once in a while, overblown concerns in the market and media create a golden buy-the-dip opportunity in high-yielding stocks. I detail two very attractive buy-the-dip opportunities yielding 11-14%.

MILWAUKEE, July 15, 2026 /PRNewswire/ -- Ademi LLP is investigating possible securities fraud claims against Blue Owl (NYSE: OTF). The investigation results from inaccurate statements Blue Owl may have made regarding its financial statements, business operations and prospects.